Trinity Hall

Divested?

No.

FOI Request

Refused.

A response from the freedom of information officer of Trinity Hall to a freedom information request. The response reads as follows. Your request was received by Trinity Hall ('the College') on 1 July 2024 and we are dealing with it under the terms of the Freedom of Information Act 2000 ('the Act'). In summary, you asked: 1. The amounts of any investments the College has in the companies below, including through index funds: AeroVironment AM General BAE Systems Barclays Boeing Caterpillar Colt's Manufacturing Company Day & Zimmermann Dynamit Nobel Defence Elbit Systems Emtan Ford General Dynamics General Electric Hewlett Packard (HP) Israel Aerospace Industries L3Harris Technologies Leonardo Lockheed Martin MDT Armor Nordic Ammunition Company Northrop Grumman Oshkosh Plasan QinetiQ Rafael Advanced Defense Systems Rolls-Royce RTX (formerly Raytheon) SK Group Skydio SMARTSHOOTER ThyssenKrupp Toyota

Part 2 of Trinity Hall's response to the freedom of information request reads as follows. XTEND 2. A comprehensive list of the names of the investment managers, funds (including ETFs) and investment consultants used. Information about the College's investments can be found in its annual Report and Accounts in the Corporate Governance and Public Benefit Statement and in Note 11 to the Accounts - Fixed Asset Investments and Endowment Assets. Copies of the Report and Accounts for the past 10 years are available from the College website. It is anticipated that that the accounts for the year ended 30 June 2024 will be available in November 2024. In 2022 the College carried out a comprehensive overhaul of its Investment Policy to include a specific section on Socially Responsible Investment and Environmental, Social and Governance policies (Section 2(i)). This reflects the College's desire to ensure that investments are not made in companies whose practices are in conflict with its charitable purposes. It also precludes those College advisers who make direct investments on its behalf not to make such investments in specific companies which are dependent on profits from certain sectors of activity. These include tobacco companies, arms companies involved in the development, production, maintenance or sale of white phosphorous weapons or companies trading with terrorists or with countries with whom the UK government does not permit them to trade, companies whose primary activity is in fossil fuel exploration or extraction and companies whose primary activity derives its revenues from pornography or gambling. In addition, the College monitors and engages with investment managers on their ESG policies and practices and expects managers to screen in order to avoid investing in companies which violate the United Nations Global Compact ("UNGC"). The majority of the College's endowment funds are managed on its behalf on a discretionary basis by leading financial services and property companies. We believe the Section 43(2) Prejudice to commercial interests exemption applies to information about the activities of the College's investment managers. Such activities are the intellectual property of the individual managers and cannot be divulged without permission. Disclosure of their rationale and activities are likely to prejudice their commercial interests and the College does not have permission from its managers to release reports they may have provided to it in confidence. Freedom of Information Officer Trinity Hall

Investment Policy

Trinity Hall Investment Policy (2022) and Statement of Accounts (2024)

Student Body Motions

College is discussing investment policy with JCR & MCR (not transparent as to progress)

Contacts

Bursar: Tim Harvey-Samuel; bursar@trinhall.cam.ac.uk

Senior tutor: Dr Michael Sutherland; senior-tutor@trinhall.cam.ac.uk

Master: Mary Hockaday, c/o executive assistant to the master; masters-ea@trinhall.cam.ac.uk